XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
601
WesBanco Bank
West Virginia
$326K -$2.26K -35 -0.7%
FCH
602
Freestone Capital Holdings
Washington
$326K -$9.61K -149 -3%
AAIM
603
American Assets Investment Management
California
$322K – – –
AWA
604
Aaron Wealth Advisors
Illinois
$319K +$7.93K +123 +3%
LCM
605
Lazari Capital Management
California
$318K -$15.5K -240 -5%
PPWP
606
Premier Path Wealth Partners
New Jersey
$318K -$3.93K -61 -1%
H
607
HoyleCohen
California
$316K -$82.2K -1,275 -21%
MCM
608
MAI Capital Management
Ohio
$315K +$4.84K +75 +2%
SMH
609
Sanders Morris Harris
Texas
$314K – – –
WWM
610
Western Wealth Management
Colorado
$312K -$6.71K -104 -2%
EP
611
Edgestream Partners
New Jersey
$312K +$85.2K +1,321 +38%
CPL
612
CAP Partners LLC
Tennessee
$311K +$4K +62 +1%
SW
613
SVB Wealth
Massachusetts
$311K -$8.96K -139 -3%
Lido Advisors
614
Lido Advisors
California
$310K -$7.03K -109 -2%
PCIA
615
Prime Capital Investment Advisors
Kansas
$310K -$280K -4,345 -48%
AAM
616
Azzad Asset Management
Virginia
$308K -$54.4K -843 -15%
SIC
617
Salem Investment Counselors
North Carolina
$305K -$29K -450 -9%
C
618
Certuity
Florida
$303K -$4.65M -72,038 -94%
Lazard Asset Management
619
Lazard Asset Management
New York
$300K -$91K -1,420 -23%
ORAM
620
One River Asset Management
Connecticut
$298K +$298K +4,620 New
AC
621
Addison Capital
Pennsylvania
$296K -$10.8K -168 -4%
BTWM
622
Baker Tilly Wealth Management
Wisconsin
$295K -$112K -1,735 -27%
LIA
623
LBMC Investment Advisors
Tennessee
$293K – – –
NIP
624
Nicholas Investment Partners
California
$290K -$455K -7,050 -61%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$290K +$203K +3,141 +231%
23 24
25
26 27